WISDOMTREE TR - US ESG FUND (RESP)

CUSIP: 97717W596

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / US ESG FUND
Total 13F shares
613,685
Share change
+8,526
Total reported value
$28,201,790
Price per share
$45.93
Number of holders
37
Value change
+$468,558
Number of buys
14
Number of sells
15

Quarterly Holders Quick Answers

What is CUSIP 97717W596?
CUSIP 97717W596 identifies RESP - WISDOMTREE TR - US ESG FUND in SEC institutional holdings data.

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Institutional Holders of WISDOMTREE TR - US ESG FUND (RESP) as of Q2 2023

As of 30 Jun 2023, WISDOMTREE TR - US ESG FUND (RESP) was held by 37 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 613,685 shares. The largest 10 holders included Charter Oak Capital Management, LLC, LPL Financial LLC, Cetera Investment Advisers, RETIREMENT CAPITAL STRATEGIES, M Holdings Securities, Inc., Raymond James Financial Services Advisors, Inc., OSAIC HOLDINGS, INC., SUSQUEHANNA INTERNATIONAL GROUP, LLP, RAYMOND JAMES TRUST N.A., and MORGAN STANLEY. This page lists 37 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.